Patrick Viglotti, CRPC® Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC

Members of Ed Slott’s Master Elite IRA Advisor Group^SM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws 

Patrick Viglotti, CRPC® completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a workshop that took place April 27-28, 2023. The invite-only workshop was attended by members of Ed Slott’s Master Elite IRA Advisor Group^SM; it provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques. The workshop also featured a 2023 update on the SECURE Act 2.0 with insight on its most impactful provisions, including the delayed RMD age, new early distribution penalty exceptions and several of the Roth IRA provisions such as 529 plan rollovers.

 “It’s only been a few months since another SECURE Act was signed into law and even though the goal was to expand retirement savings access for Americans, it’s unfortunately created even more confusion for consumers and advisors alike,” said Ed Slott, CPA, founder of Ed Slott and Company, AARP columnist, Professor of Practice at The American College of Financial Services® and nationally recognized IRA Expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.  “Due to these complex, everchanging laws, it’s more important than ever for advisors to be up-to-speed on the latest retirement planning strategies so they can be vigilant and help ensure clients avoid costly mistakes,” he continued. “I commend Patrick for continuously prioritizing his education and going above and beyond to deliver informed and accurate financial guidance to his clients in a time when it’s needed most. With this ongoing training, he can offer the latest insight on any necessary updates one may need now and into the future.”

Each year, Investment Advisors are required to provide clients with an updated brochure outlining any material changes to our practice. The update for American Financial Advisors, LLC is presented to clients by March 31st of each year.

Please direct any questions you may have regarding our Brochure to Andria Williams, our Chief Compliance Officer at awilliams@afainvestments.com.